Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 12
- −1 vs. Q3 2021
- Portfolio value
- $1.97B
- +$112.8M (+6.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 131,765 | $381.3M | 19.4% | −677−0.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,071,976 | $360.6M | 18.3% | −2,865−0.3% | Reduced | History |
| CACCCredit Acceptance Corp | COM | 498,771 | $343.0M | 17.4% | +131,672+35.9% | Added | History |
| NFLXNetflix Inc | Stock | 412,383 | $248.4M | 12.6% | −5,800−1.4% | Reduced | History |
| CDWCDW Corp | COM | 693,483 | $142.0M | 7.2% | −2,038−0.3% | Reduced | History |
| CPRTCopart Inc | COM | 933,176 | $141.5M | 7.2% | −2,740−0.3% | Reduced | History |
| HEI.AHeico Corp | CL A | 925,879 | $119.0M | 6.1% | −4,000−0.4% | Reduced | History |
| KAROKarooooo Ltd. | ORD SHS | 2,177,218 | $88.8M | 4.5% | +2,077,218+2,077.2% | Added | History |
| SESea Ltd | SPONSORD ADS | 353,366 | $79.1M | 4.0% | −2,686−0.8% | Reduced | History |
| TEAMAtlassian Corp | CL A | 103,299 | $39.4M | 2.0% | −193,738−65.2% | Reduced | History |
| GOBIGobi Acquisition Corp. | CLASS A ORD SHS | 2,000,000 | $19.3M | 1.0% | 00.0% | Unchanged | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 500,000 | $3.56M | 0.2% | +500,000 | New | History |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.